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Added 12 mins ago
SA
Senior Associate (m/f/d) Equity Index Client Operations
Solactive AG
Toronto, ON
- Full-time
Lead client onboarding and technology initiatives, coordinating configuration, testing, implementation, and follow-up.
Added 23 mins ago
PC
Director, Member Experience
Provincial Credit Union
Charlottetown, PE
- Full-time
Lead the development and ongoing improvement of PCU’s member experience strategy, framework and priority member journeys.
Added 26 mins ago
IF
Business Development Representative in Personal Finance
iA Financial Group (Industrial Alliance)
Saint-Eustache, QC
- Full-time
Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance. This role is essential to provide financial services tailored to the needs of…
Added 26 mins ago
W
(CAN) Leader d'équipe, stockage 2
Walmart
Mascouche, QC
- Full-time
4. Ensure strong communication with associates and management with the planning meeting, lead the daily Team Huddle at the start of each shift, and provide the team with updates, set goals,…
Added 42 mins ago
CL
Store Manager
Chatters Limited Partnership
BC · Fraser Valley A, BC
- Full-time
Lead hiring, onboarding, training, and ongoing development of team members
Added 42 mins ago
SP
Software Engineering SMTS
Salesforce Partner Canada
Toronto, ON
- Full-time
…skills based architecture, that turn expert only, multi step product configuration, Org troubleshooting and management into natural language, agent assisted workflows. As part of this team,…
Added 42 mins ago
HT
Designer, Development (Electrical)
Husky Technologies
Bolton, ON
- Full-time
The Senior Designer, Development (Electrical) will be a key contributor to these product development teams, responsible for designing and delivering robust, safe and reliable electrical…
Added 42 mins ago
OT
Solutions Consultant
Ocean Technologies Group
Montreal, QC
- Full-time
Lead product demonstrations and technical presentations to showcase solutions.
Added 42 mins ago
HT
Software Validation Technologist
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 42 mins ago
AI Outcome Customer Developer, Forward Deployed Development
Google
Toronto, ON
Experience with technical delivery strategies and interfacing with product or development organizations.
Added 56 mins ago
C
Senior Presales Engineer
ChapsVision
Montreal, QC
- Full-time
Added 1 hour ago
LC
Engineer - Program Manager
Linamar Corporation
Guelph, ON
- Full-time
· Lead technical component specification, sourcing, and supplier development.
Added 1 hour ago
RC
Automotive Electrical Sourcing & Category Manager
Rexel Canada
Winnipeg, MB
- Full-time
We are seeking an experienced Automotive Electrical Sourcing & Category Manager based in Winnipeg, MB to lead strategic sourcing, supplier development, category management, and supply-chain…
Added 1 hour ago
NE
Global Director of Impact & Knowledge Management
New Energy Nexus
Remote, Canada
- Full-time
- Remote
…Nexus’ ambition to be a true learning organization. They will lead the Monitoring, Evaluation, and Learning function at New Energy Nexus (NEX) that tracks, highlights, and strengthens the…
Added 1 hour ago
OM
Sr. Media Buyer
Omnicom Media
Toronto, ON
- Full-time
…as part of an integrated media investment team to ensure the product is grounded in insights and experience, resulting in flawless media…
Added 1 hour ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…hands-on, timely quality service, exceptional value, and a superior…
Added 1 hour ago
SP
Bilingual Customer Success Manager (French/English-Speaking)
Salesforce Partner Canada
Montreal, QC
- Full-time
Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
Added 1 hour ago
PM
Project Manager
POD Marketing
Calgary, AB
- $57,000 to $65,000 CAD / year
- Full-time
Participate in small-scale product development initiatives, contributing ideas and collaborating on implementation.
Added 2 hours ago
O
Sr. Director, Product Management, AI Product Strategy
OpenText
Waterloo, ON
- Temporary
We are seeking a Senior Director, AI Strategist and Product Management to lead our initiatives for Generative AI and Agentic AI product portfolios within the Content Management Business…
Added 2 hours ago
BC
Production-Melting Cell 1
Barry Callebaut Group
Brantford, ON
- Full-time
Safely melt and transfer materials to designated tanks, ensuring product integrity and accurate inventory management.
Added 2 hours ago
C
Consulting Manager-Scrum Master, Life Sciences w/ Manufacturing exp. Consulting
Cognizant
Halifax, NS
- Full-time
…admired companies in the world. Learn how Cognizant helps clients lead with digital at…
Added 3 hours ago
JG
Marketing Business Development Manager
Jupiter Global Bio-Research Inc.
AB · Edmonton, AB
- Full-time
…of industry needs and focuses on end-to-end clinical trials, product development, and Functional Service Provider (FSP) solutions. Jupiter Global Bio-Research Inc. offers a one-stop…
Added 3 hours ago
C-
Technical Sales Intern- Mississauga
Captiveaire - Region 114 Western PA
Mississauga, ON
- Volunteer
NOTE: Excellent performance may lead to full-time employment opportunities in sales, field service or other engineering roles upon graduation.
Added 3 hours ago
T
QA Engineer- Salesforce Marketing Cloud (SFMC)
Tru
Toronto, ON
- Full-time
…Business Analysts, SFMC Developers, Data/Integration teams, and Product stakeholders to ensure solutions meet functional, technical, and business requirements before…
Added 3 hours ago
PP
Sales Lead - PT
Peak Performance
Toronto, ON
- Full-time
Greet and assist customers, providing product information, and offering recommendations to enhance their shopping experience.

ATB

Personal Banking Advisor - Camrose

Camrose, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Posting language: English
Posted: Oct 29, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the Role

Elevate Your Career as a Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well-being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Additional Information

This role is based out of the Camrose branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB’s next Personal Banking Advisor, you will:

Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Champion Digital Innovation: Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business

Skills, Experience & Requirements

Who You Are:

You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring:

3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Relevant experience in the retail banking industry or a similar field.
Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Ready to reimagine possibilities and make a difference? Join ATB Financial and help our clients thrive!

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Indigenous Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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More about this job

Responsibilities

The Personal Banking Advisor will provide customized financial guidance to high-net-worth clients and manage a sales pipeline for retail and business products. They are also responsible for building lasting client relationships, promoting digital tools, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3-5 years of experience in sales pipeline management and retail banking, along with a post-secondary degree in finance or business. Proficiency in residential mortgage origination and lending processes is required, while the CSI Personal Financial Services Advice (PFSA) certification is considered an asset.

Skills

Financial advisory
Relationship management
Sales pipeline management
Mortgage origination
Lending products
Investment advice
Digital innovation
Client experience
Critical thinking
Risk management
Compliance
Data privacy
Communication
Business development
Financial planning

Benefits

Learning and development
Performance enablement
Flexible programs
Inclusive programs

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Advisor
Retail Banking
Mortgage Origination
Lending
Investments
Sales Pipeline
Digital Adoption
Compliance
Risk Management
CSI Personal Financial Services Advice
PFSA
HELOC
Financial Well-being
Business Administration
Finance
Omnichannel
Data Privacy
Customer Experience

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